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Student Financial Services “MUST DO” List

 
 
1. Provide your EMERGENCY CONTACT information
Penn’s Department of Public Safety requires all students to provide emergency contact information for use with the UPennAlert emergency notification system. In the event of an emergency, we need to be able to contact you immediately with text messages or e-mail alerts, with instructions to ensure your safety. We also request “other” contact information in case the need arises to contact your family or anyone you identify. Select “Emergency Contact” from the Penn InTouch menu to enter your information.
 

Unless you complete your privacy setting options, the University cannot, by federal law (FERPA*), discuss your academic or financial records with a third party, including your parents. To authorize Penn to release academic and/or financial data to a parent, guardian, sponsor or other third party, you must designate them explicitly. Select “Privacy Settings” from the Penn InTouch menu to update your information.

*FERPA Notice: Information about privacy risks, best practices, and related issues can be found on Penn’s privacy website at www.upenn.edu/privacy. Select “Students/Your Rights and Choices” to review FERPA’s policy on students’ academic and financial records.

 

Sign up for DIRECT DEPOSIT fo your Student Accoung Refunds(s) and Payroll.

Students need to sign up for Direct Deposit to securely transfer funds from Penn to their bank account (U.S. financial institution only). Whether a student is entitled to a refund due to an overpayment of their student account, excess financial aid, or is receiving wages under a University work arrangement, Penn can securely deposit funds to a bank account using direct deposit. Select Student Billing Account, then Enroll in Direct Deposit from Penn InTouch

 
Penn.Pay is Penn’s electronic billing and payment system. In order to view your monthly student account statement and any new daily activity, you must login to Penn.Pay. Since students often have other parties (such as parents) assist in paying their bill, you need to ‘invite’ them as an other payer in the Penn.Pay system. Select Student Billing Account, then View Statement and New Activity from Penn InTouch
 
Penn provides an online directory of contact information for students, staff, and faculty.  Penn students may opt-out of sharing their directory information in two ways – within the Penn community and with the general public. To set opt-outs, students should visit the Penn Portal, select My Privacy Settings, and then Directory Information. Then review, and where desired, change privacy settings using each of two tabs:  Manage Penn Profile and Manage Public Profile.
 
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